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Blueprint Investment Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Blueprint Investment Partners’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.77M Sell
46,837
-3,847
-8% -$234K 0.28% 65
2025
Q4 		$2.94M Buy
50,684
+1,616
+3% +$92.8K 0.31% 58
2025
Q3 		$2.81M Buy
+49,068
New +$2.76M 0.39% 55
2025
Q2 		– Sell
-15,020
Closed -$769K – 102
2025
Q1 		$769K Sell
15,020
-18,544
-55% -$1.01M 0.14% 75
2024
Q4 		$1.84M Sell
33,564
-18,185
-35% -$1.02M 0.29% 52
2024
Q3 		$2.83M Sell
51,749
-2,319
-4% -$123K 0.51% 37
2024
Q2 		$2.77M Buy
54,068
+12,107
+29% +$625K 0.6% 31
2024
Q1 		$2.24M Buy
41,961
+853
+2% +$42.4K 0.44% 35
2023
Q4 		$2M Buy
41,108
+9,385
+30% +$418K 0.55% 36
2023
Q3 		$1.39M Buy
31,723
+3,844
+14% +$177K 0.45% 37
2023
Q2 		$1.28M Buy
27,879
+4,650
+20% +$203K 0.46% 38
2023
Q1 		$1.02M Buy
23,229
+12,795
+123% +$573K 0.23% 68
2022
Q4 		$443K Buy
10,434
+2,494
+31% +$106K 0.09% 132
2022
Q3 		$306K Buy
+7,940
New +$337K 0.08% 96
2022
Q2 		– Sell
-6,608
Closed -$312K – 209
2022
Q1 		$312K Sell
6,608
-5,221
-44% -$244K 0.08% 135
2021
Q4 		$588K Sell
11,829
-433
-4% -$21.2K 0.14% 110
2021
Q3 		$566K Buy
12,262
+3,842
+46% +$181K 0.28% 59
2021
Q2 		$398K Buy
+8,420
New +$400K 0.32% 38
2020
Q4 		– Sell
-10,739
Closed -$434K – 59
2020
Q3 		$434K Sell
10,739
-2,164
-17% -$71.1K 0.34% 34
2020
Q2 		$403K Buy
+12,903
New +$377K 0.26% 28
2020
Q1 		– Sell
-19,176
Closed -$695K – 27
2019
Q4 		$695K Buy
+19,176
New +$668K 0.55% 17

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Blueprint Investment Partners's SPMD Position: Q1 2026 in Review

Blueprint Investment Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.6% in Q1 2026, selling an estimated $234K and leaving 46,837 shares worth $2.77M. The position accounts for 0.28% of the portfolio, ranked #65.

Blueprint Investment Partners first reported a position in SPMD in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.94M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Blueprint Investment Partners held 46,837 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.77M as of Q1 2026.
  • Blueprint Investment Partners sold 3,847 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $234K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.28% of Blueprint Investment Partners's portfolio in Q1 2026, its #65 holding.
  • Blueprint Investment Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Blueprint Investment Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.94M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.